Group 1 - U.S. markets have faced significant volatility, making international growth stocks a favorable investment, with Grab (GRAB) notably avoiding the downturn experienced by U.S. peers like Lyft [1] - The analyst has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, and has been involved with seed-round startups, indicating a strong understanding of current industry trends [1] Group 2 - The article emphasizes the importance of international growth stocks in the current market environment, suggesting that companies like Grab may present better investment opportunities compared to their U.S. counterparts [1]

Company Overview - Remitly Global is a remittance provider with a market cap of $4.1 billion, experiencing significant growth and market share gains [2][4]. - The company has 7.8 million active customers as of Q4 2024, reflecting a year-over-year growth of 32% [3]. Market Position - Remitly is gaining customers from Western Union due to lower fees and user-friendly services, targeting key immigrant groups in the U.S. [4]. - The company currently holds approximately 3% market share in the remittance sector, processing $15.4 billion in volume in Q4 of the previous year [4]. Growth Potential - The remittance market is expanding, providing Remitly with a dual advantage of market share growth and sector growth, leading to a cumulative revenue increase of 130% over the last three years [6]. - Revenue growth is expected to continue, with projections indicating that Remitly could achieve over $3 billion in annual sales within five years [11]. Profitability and Financials - Remitly's gross margin is approaching 60%, despite posting a slight operating loss last year due to high spending on marketing and technology [7][8]. - The company is expected to reach operating leverage as it scales, with potential profit margins approaching 20% in the next five years [9]. Investment Appeal - The current market cap undervalues Remitly's profit potential, with a projected P/E ratio dropping below 10 if revenue growth continues [12]. - Investing $2,000 today could yield 100 shares of a fast-growing company at a reasonable price compared to other high-growth stocks [2][12].

Investing in growth stocks can help you build tremendous wealth for retirement. Many top growth stocks have fallen this year as Wall Street worries about a recession. For an investor focused on the long term, this can work to your advantage by being able to invest in strong companies at lower valuations.There are some up-and-coming restaurant and apparel brands that are still in the early innings of their long-term growth to consider buying right now. Here are two trading well off their highs that should ma ...

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: CACI International Overview - CACI International is highlighted as a recommended growth stock based on its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 9.8%, with projected EPS growth of 14.3% this year, significantly outperforming the industry average of 3% [4] Group 2: Financial Metrics - CACI International's year-over-year cash flow growth stands at 5.9%, exceeding the industry average of 4.9% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 11.8%, compared to the industry average of 6.1% [6] Group 3: Earnings Estimate Revisions - There have been upward revisions in current-year earnings estimates for CACI International, with the Zacks Consensus Estimate increasing by 0.6% over the past month [8] - The positive trend in earnings estimate revisions correlates strongly with near-term stock price movements, indicating potential for growth [7] Group 4: Investment Potential - CACI International holds a Zacks Rank of 2 (Buy) and a Growth Score of B, suggesting it is a solid choice for growth investors [10]

Celsius (CELH -3.09%) was once the talk of the town among investors. In the five-year period leading up to the stock's Mar. 2024 all-time high, it surged more than 7,300%. The business was putting up ridiculous growth numbers year after year.However, the remainder of 2024 was a rude awakening as sales started to come under pressure. The beverage stock is 64% off its peak, as of this writing, despite climbing 44% in the past three months. Clearly, volatility is still a major part of the story.Celsius is trad ...

Core Insights - The article discusses the journey to financial independence through disciplined living and strategic investing, highlighting the importance of dividend growth investing and identifying undervalued high-quality stocks [2]. Group 1: Financial Independence Journey - The individual transitioned from a state of financial struggle at age 27 to achieving financial freedom by age 33 [2]. - The approach involved living well below means and making intelligent investment decisions with hard-earned capital [2]. Group 2: Investment Focus - The content emphasizes dividend growth investing as a primary strategy, focusing on living off dividends and seeking high-yield investment opportunities [2]. - There is a particular interest in identifying undervalued high-quality dividend growth stocks for long-term investment [2].

Core Insights - The article emphasizes the importance of investing in growth and momentum stocks that are reasonably priced and have the potential to outperform the market over the long term [1] - It highlights David's successful investment strategy, which involved advising investors to buy at the bottom of the financial crisis in March 2009, leading to significant market gains [1] Investment Strategy - David focuses on high-quality growth stocks and employs options as part of his investment strategy [1] - The S&P 500 saw an increase of 367% and the Nasdaq increased by 685% from 2009 to 2019, showcasing the effectiveness of his investment approach [1] Investor Guidance - The article aims to assist investors in making money through strategic investments in quality stocks [1]

Investment Rating - The report assigns a "Buy" rating to several companies including Ain Holdings, Tsumura, Sawai Group Holdings, Litalico, M3, JMDC, Medley, Gakken Holdings, Ship Healthcare Holdings, SMS, and Cyberdyne, while others are rated "Neutral" [29][29][29]. Core Insights - The healthcare sector is expected to show resilience against US tariffs, with a focus on defensive growth stocks that can benefit from system risks and return to growth trajectories [1][2]. - The report emphasizes the importance of stock selection based on defensive characteristics, earnings recovery potential, and contributions to the medical DX market [1][2]. - There is an anticipated recovery in earnings for companies affected by previous revisions to medical reimbursements and COVID-related subsidies, paving the way for a return to normal growth [2][3]. Summary by Relevant Sections Defensive Growth Stocks - Companies like Ain Holdings are expected to benefit from reduced reimbursement impacts and improved business efficiency through dispensing DX [1][1]. - Tsumura is projected to see growth from higher domestic sales volumes and overseas expansion due to deregulation in China [1][1]. - Sawai Group Holdings is anticipated to grow sales and improve margins by providing a stable supply of generics [1][1]. Earnings Recovery - Litalico is expected to return to profitability as disruptions from curriculum changes in the child welfare segment ease [1][1]. - M3 is forecasted to benefit from improved pharmaceutical marketing operations and increased uptake of medical institution DX [1][1]. - JMDC is expected to see higher unit prices and more projects leveraging its competitive advantages [1][1]. Growth Trajectory - Companies like Medley are expected to recover in their HR platform business and see growth in their medical platform business [1][1]. - Ship Healthcare Holdings anticipates steady demand for hospital remodeling projects and growth driven by renewed demand for replacement medical equipment [20][20]. - Cyberdyne is focusing on establishing cybernics centers in Southeast Asia and benefiting from government approvals in Japan [28][28].

Core Viewpoint - The article discusses the potential of dividend growth stocks as a strategy for long-term investors amidst market chaos in 2025, highlighting three specific stocks as attractive buying opportunities. Group 1: American Express - American Express is well-positioned to withstand economic downturns due to its focus on wealthier customers and a low net write-off rate of 2.1% in Q1 2025, which is the lowest in the industry [4][3]. - Over half of American Express's revenue comes from credit card swipe fees, and 14% comes from annual fees, providing diverse revenue streams that can support the company during recessions [5]. - The stock is currently priced around $252 with a dividend yield of 1.16%, and the company has increased its dividend by 17% earlier this year, making it a strong candidate for long-term investment [6]. Group 2: Alphabet - Alphabet, the parent company of Google, has recently started paying dividends with a current yield of 0.52% at a share price of around $152, which is considered cheap given its growth potential in AI and cloud computing [7]. - Google Search revenue grew by 12.5% year-over-year to $54 billion, and its cloud division saw a 30% year-over-year revenue increase, indicating strong performance despite competition [8]. - Alphabet's annual dividend per share is $0.80, significantly lower than its free cash flow per share of $5.74, suggesting ample capacity for future dividend growth [9]. Group 3: Ally Financial - Ally Financial is currently trading at $31.60 with a high dividend yield of 3.8%, making it an attractive option for investors seeking strong and growing dividend income [11]. - The company, which operates as a digital bank focusing on automotive loans, faced challenges due to rising interest rates but is now seeing an expansion in its net interest margin (NIM), which increased to 3.31% from 3.16% year-over-year [12][13]. - Ally has the potential to grow its dividend per share again after being stagnant at $0.30 for the last 10 quarters, making it a compelling dividend growth stock [14].

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - Griffon (GFF) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 37.9%, with projected EPS growth of 11.5% this year, surpassing the industry average of 10.4% [4] Group 2: Financial Metrics - Cash flow growth is crucial for growth-oriented companies, and Griffon currently shows a year-over-year cash flow growth of 0.6%, compared to an industry average of -16.8% [5] - The historical annualized cash flow growth rate for Griffon over the past 3-5 years is 25.3%, significantly higher than the industry average of 6.3% [6] Group 3: Earnings Estimates - Positive trends in earnings estimate revisions are correlated with stock price movements, and Griffon's current-year earnings estimates have increased by 0.5% over the past month [7][8] - Griffon has achieved a Growth Score of A and a Zacks Rank 1 due to favorable earnings estimate revisions, indicating strong potential for growth investors [10]